See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,266 | $80,717-9.2% | $154,803-52.7% | $84,808-13.6% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 16.88% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,044 | $2,761+10.2% | $4,305-29.3% | $2,631+15.7% |
| Participant deferral / active EE | $5,720 | $3,303+73.2% | $5,540+3.2% | $4,212+35.8% |
| Admin fee / account holder | $3,904 | $6,746-42.1% | $14,329-72.8% | $7,344-46.8% |